AML and client onboarding
Client onboarding emails + KYC docs into an AI-drafted engagement letter and risk memo, dropped into your CCH or Iris folder structure.
Apply for the AML pilot Aligned Intelligence
Practical AI workflow implementation for UK accountancy practices.
Turn scattered AI experiments into safe, human-reviewed workflows your team can actually use.
Aligned Intelligence helps you build your first practical AI workflow around your existing tools, templates, client data and review process.
No hype. No generic strategy deck. Just useful AI, properly implemented.
Free. No pitch. No obligation.
The problem with informal AI
Your first AI workflow, properly built.
AI is already entering accountancy practices.
Partners are trying ChatGPT. Seniors are using Claude. Staff are drafting emails, summarising notes, checking spreadsheets and asking AI to explain tax points.
That is not necessarily a bad thing.
The problem is when AI use is scattered, informal and invisible.
Client data may be copied into the wrong tools. Outputs may be used without proper review. Different people may get different answers. Nobody is quite sure what is allowed, what is risky, or what good looks like.
Aligned Intelligence helps you move from random acts of AI to controlled, human-reviewed workflows your practice can trust.
Hands-on, not theoretical
Not another AI strategy project.
Most accountancy practices do not need a 60-page AI strategy.
They need to know where AI can safely save time, improve client work or create advisory capacity. Then they need help making it work in the real world.
Aligned Intelligence is hands-on.
We work with your existing tools, templates and processes to build useful AI workflows that fit the way your practice already operates.
That might mean drafting client responses, reviewing year-end files, preparing advisory notes, searching internal guidance, supporting onboarding, or turning client data into clearer planning conversations.
The accountant stays in control. AI helps get the work to review faster.
First Workflow Build
Start with one safe AI workflow.
A practical first engagement for practices that want to use AI safely but are not sure where to start. Here is what you walk away with.
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A working AI workflow
Built around your real day-to-day, on your stack, against your templates. Tested with realistic examples and human review baked in from day one.
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A data and usage rules document
Clear written rules for what AI sees, what it does not, who reviews, and how sign-off works. Lifts straight into your engagement letters and data-protection records.
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A trained team
Your fee-earners and bookkeepers know how to use it safely, where to escalate, and what good output looks like. No mystery, no fear of getting it wrong.
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A roadmap for what comes next
Once the first workflow is live and tuned, you have a sensible plan for the next two or three. No commitment to spend, just a map.
How we get there: review how AI is already used in your practice, choose sensible tools and licences, design prompts and review steps, train the team, test with realistic examples, and tune after real feedback.
The result is not a magic black box. It is a practical workflow your team understands, uses and improves.
See it in practice
Example first workflows.
Every practice is different, but the first workflow should be specific, useful and easy to test. Good starting points include:
Year-end advisory reviews
The workflow drafts the advisory summary against every year-end file. The partner signs off.
Advisory letters and client queries
The workflow drafts the letter, the email reply, the follow-up. The partner signs, the client gets a same-day response.
Map HMRC guidance on a contested point
Attach the HMRC manuals, case law summaries, and ICAEW guidance. The workflow draws the argument structure inline. Clusters by position, tension lines where views disagree, blind spots per camp.
AML and client onboarding
Identity documents, Companies House data, risk questions. The workflow assembles the onboarding pack.
Tax planning options in one view
The workflow plots every planning option for a client against four axes. Tax saving, implementation complexity, HMRC risk, partner time required. The client sees the reasoning alongside the recommendation.
Chart practice data before you commit
Upload a CSV of time recording, client profitability, recovery rates, or WIP. The workflow builds the correlation grid inline and flags the patterns worth a second look.
Capacity, not chaos
AI should create capacity, not chaos.
Used badly, AI creates risk.
Used casually, it creates inconsistency.
Used properly, it can help your practice create capacity, improve client service and free senior people from low-value drafting and admin.
The aim is not to remove the accountant from the process. The aim is to give the accountant better first drafts, better summaries, better checks and better starting points, so more time can be spent on judgement, advice and client conversations.
Tool stack
Built around the tools you already use.
Aligned Intelligence is not another system you need to rip and replace.
We help you get more value from the tools already inside your practice, including:
- Microsoft 365
- Excel
- ChatGPT
- Claude
- Copilot
- Gemini
- Xero
- QuickBooks
- Sage
- Iris
- CCH
- Client portals
- Practice management systems
- Internal templates and checklists
The value is often in the glue between these tools: the prompts, instructions, examples, review steps and controls that turn AI from a chatbot into a repeatable practice workflow.
Where the value actually sits
The glue in the middle, not another subscription.
The highest-value use of AI in a practice is rarely the AI feature bolted onto the tools you already use. It is not another subscription on top of Xero, QuickBooks, or your practice management software. And it is rarely worth ripping out a working tool just because the new one boasts it is packaged with AI.
The real value sits in the middle. An AI system aligned with the data you already hold, connecting the tools you already run.
Eliminating manual CSV exports between QuickBooks and your practice management software. Automating bank feed reconciliation across the client book. Drafting advisory and client letters against the actual files those clients appear in. That tends to save more real hours per week than most AI add-ons.
And more and more, the answer is definitely not another SaaS subscription for an off-the-shelf product. The cost of building software has dropped dramatically. If you only need a narrow slice of what an all-things-to-all-people platform does, a small bespoke tool built around your firm's actual workflow is often a better bet than another per-seat line. Worth thinking about before you add yet another to the budget.
It starts with looking at your processes. Not buying more SaaS.
Human review
Human review stays at the centre.
AI can draft, summarise, compare, classify and suggest.
It should not be the final decision-maker.
Every workflow we design keeps the accountant in the review loop. That means clear checkpoints, sensible controls and defined responsibility before anything goes to a client.
Your team remains accountable for the advice.
AI simply helps prepare the work faster and more consistently.
How it works
Responsible AI adoption, at your pace.
Every practice is different. We meet you where you are and go only as far as makes sense. You do as much or as little as you want.
STAGE 01
Understand
Where is your practice today? Which workflow would move the needle first? No commitments, no assumptions.
STAGE 02
Design
Which model, which plan, which features, which guardrails fit the way your firm actually works and handles client data.
STAGE 03
Implementation
Your templates, your house view, your risk thresholds. The AI learns the way your practice runs. Integrations with the tools you already use.
STAGE 04
Evaluation
Is it actually working? Keep what lands. Retire what does not. Expand where there is appetite. Keep checking.
Hands-on enablement at every step
Every practice is different. Every engagement is personal, tailored, and yours. Some practices are just starting to think about AI. Others already have half a stack and need help making it work. Whatever stage you are at, we meet you there. No sprints. No pressure. If we are aligned, we keep going.
Who it is for
Why practices work with Aligned Intelligence.
Aligned Intelligence is for practices that want AI to be useful, controlled and grounded in real client work.
It is designed for firms that:
- Know AI matters, but do not want reckless experimentation
- Want practical implementation, not theory
- Need clear rules around client data and review
- Want to create capacity without losing control
- Already use cloud tools, templates and repeatable processes
- Want to get more value from existing systems before buying more software
- Are interested in advisory growth, but need practical ways to free up time
This is not about chasing every new AI tool.
It is about building the right workflows, safely and deliberately.
Founding Practice Programme
Founding Practice Programme.
Aligned Intelligence is currently working with a small number of forward-looking UK accountancy practices. Founding practices get direct support to shape and implement their first safe AI workflow, with additional hands-on help as the offer develops.
Working with 3 founding practices, then waitlist.
Founding rate
A more hands-on first engagement at a founding rate, in exchange for early feedback and, where appropriate, a shared case study.
Direct founder access
Direct involvement from the founder during setup, plus extended coaching and priority scheduling.
Shared success story
Help shape a practical AI offer built specifically for UK accountancy practices, with a co-created case study you can use too.
Apply for the founding practice programme
Single inbox. We read every enquiry.
Using AI on client data
How we help you use AI on client data, safely.
A one-page memo for your file. It answers two questions: how your clients' data stays safe while we build with you, and how your practice runs AI safely afterwards. Yours to lift into your engagement letters and data-protection records.
- DPA template with every sub-processor named in writing
- Enterprise AI plans only - your client data is contractually excluded from training
- ICO registration and PI insurance position stated up front
- GDPR Article 22 stance: no automated decision-making without human review
- Follows ICAEW Tech Faculty guidance on AI use in practice
Pick your first engagement AML / Onboarding pilot Year-end advisory pilot
Two productised first engagements. Pick one.
Named, fixed scope, fixed timeline. The workflow is yours to keep, no SaaS lock-in.
Year-end advisory pack
Pre-year-end client review pack: AI reads accounts and prior engagement notes, drafts an advisory talking-points memo plus risk flags.
Apply for the year-end pilotNot sure which? Book an AI workflow review instead - free, 30 minutes, no pitch.